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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,642 | $64,729+193.0% | $112,263+68.9% | $68,490+176.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -17.51% | -11.40%-6.1pp | 27.49%-45.0pp | -7.85%-9.7pp |
| Employer contribution / active EE | $2,454 | $2,746-10.6% | $3,636-32.5% | $2,597-5.5% |
| Participant deferral / active EE | $9,293 | $3,566+160.6% | $4,729+96.5% | $4,028+130.7% |
| Admin fee / account holder | $6,226 | $5,222+19.2% | $6,410-2.9% | $5,403+15.2% |